Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Quinn is a financial advisor registered with Cuso Financial Services, LP. Bryan has over 17 years of experience in the financial services industry. Bryan's registration with Cuso Financial Services, LP began on December 14, 2015. Prior to Cuso Financial Services, LP, Bryan was registered with M&T SECURITIES, INC. and J.P. MORGAN SECURITIES LLC. Bryan is a Certified Financial Planner and has passed the Series 66, Series 24, SIE, Series 31 and Series 7 exams. Bryan's current registrations are with the state of South Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
12/14/2015 - Present
Cuso Financial Services, LP (North Charleston SC)
NY
04/03/2013 - 09/25/2015
M&T SECURITIES, INC. (OSSINING NY)
NY
10/04/2012 - 04/17/2013
J.P. MORGAN SECURITIES LLC (YORKTOWN NY)
NY
03/23/2007 - 10/01/2012
ESSEX NATIONAL SECURITIES, INC. (SCARSDALE NY)
NY
06/28/2005 - 03/12/2007
NFB INVESTMENT SERVICES CORP. (MOUNT VERNON NY)
NY
01/28/2005 - 06/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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